Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Oregon Retail Employees Pension Pension Plan
Data updated 2026-08-06
- $983M
- Total assets
- 23,156
- Participants
- 99th
- Percentile by assets
- $42,431
- Avg per participant
Official DOL plan name: Oregon Retail Employees Pension Plan · Sponsored by Board of Trustees, Oregon Retail Employees Pension · Oregon · Retail Trade
$983M in assets, 23,156 participants
Board of Trustees, Oregon Retail Employees Pension's Oregon Retail Employees Pension Plan reported $983M in total assets and 23,156 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 99th percentile by assets (of 139,258 plans)
- #9,464 in Retail Trade (9,527 peers)
Coverage in Oregon
Oregon Retail Employees Pension Plan covers 23,156 participants in Oregon, 53x the typical Oregon plan (state average ~440 per filing). Assets: $983M.
- $983M
- total plan assets (2022 EOY)
- 23,156
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $42,431
- avg assets per participant
The plan reported a net loss of $184M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Oregon filers
In Oregon, the average filing covers about 440 participants across 1,627 plans. Oregon Retail Employees Pension Plan reports 23,156 participants - 53x that state average ($983M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $982M |
| Net Income | -$184M |
| Employer EIN | 936074377 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Oregon Retail Employees Pension)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23,156 | $983M |
| 2023 | 1 | 20,043 | $1.0B |
| 2024 | 4 | 80,440 | $4.3B |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Oregon Retail Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Oregon, assets vs. participants
- Xpo Logistics Pension Plan $1.6B · 5,364
- Northwest Sheet Metal Workers Pension Plan $1.4B · 4,602
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan & Shipfitter Pension Plan $965M · 3,037
- Precision Castparts Corp. Retirement Plan $918M · 2,212
- Edison Pension Plan $846M · 4,287
Scale composition for Oregon Retail Employees Pension Plan
Oregon Retail Employees Pension Plan reports $983M in end-of-year assets across 23,156 participants (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.026% of 89,805,449 covered participants) - about $42,431 per participant (31% of the national average assets-per-participant) . Net income for plan year 2022 was -$184M.
This plan identity (EIN 936074377, plan #001) has 6 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $983M to $1.1B (+8.2%) while covered participants moved from 23,156 to 19,775 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,156 | $983M | This page |
| 2023 | 20,043 | $1.0B | Open filing |
| 2024 | 19,961 | $1.1B | Open filing |
| 2024 | 18,733 | $983M | Open filing |
| 2024 | 21,971 | $1.2B | Open filing |
| 2024 · index core | 19,775 | $1.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Oregon Retail Employees Pension Plan (Defined Benefit (Pension), $1.1B, 19,775 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Oregon Retail Employees Pension Plan by total assets, not by location.
- Advocate Aurora Health Pension Plan (IL) $983M · 13,168
- Campbell Soup Company Retirement & Pension Plan (NJ) $984M · 2,170
- Salaried Employee Pension Plan for Kapl Employees and Retirees (PA) $985M · 1,004
- 1199seiu Greater New York Pension Fund (NY) $985M · 15,937
Frequently Asked Questions
How did Oregon Retail Employees Pension Plan assets move in 2022? ▼
How have Board of Trustees, Oregon Retail Employees Pension plan assets changed over time? ▼
Where does Oregon Retail Employees Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Oregon Retail Employees Pension Plan? ▼
Next read for Oregon Retail Employees Pension Plan
Filing takeaways
Ways to act on Oregon Retail Employees Pension Plan's numbers.
- By total assets, Oregon Retail Employees Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oregon. Compare plans
- Board of Trustees, Oregon Retail Employees Pension's sponsor-wide assets have grown 334.4% since 2022 across 3 plan years on file. More Retail Trade plans